Stanford Group Company

Stanford Group Company (CRD# 39285) is a financial advisory firm headquartered in Houston, TX. They manage $3,051,512,107 in 7,743 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,052
    MILLION
  • Total Number of Accounts
    7,743
    ACCOUNTS
  • Average Account Value
    $394,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stanford Group Company
Showing 1 - 2 of 2 top financial advisors.
1
Heidi P. Apontebattle
CRD#: 2434842
16000 Barkers Point Ln, Suite 145, Houston, TX 77079
93
Wealthminder
score

Heidi Apontebattle (CRD# 2434842) is an Investment Advisor Representative working at Stanford Group Company in Houston, TX and has over 21 years of experience in the finance industry.

2
Marie E. Barnhart
CRD#: 2472733
16000 Barkers Point Ln, Suite 145, Houston, TX 77079
93
Wealthminder
score

Marie Barnhart (CRD# 2472733) is an Investment Advisor Representative working at Stanford Group Company in Houston, TX and has over 17 years of experience in the finance industry.

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